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ndivhuwo-helpmat
Level 1

Do i need a tax number to issue a sales receipt?

 
1 Comment 1
SarahannC
Moderator

Do i need a tax number to issue a sales receipt?

Hello there, ndivhuwo-helpmat. I've got you covered.

 

When creating and issuing a sales receipt, you can enter the tax number if needed. Still, you can issue this transaction without including the tax number details. 

 

  1. Go to the +New button.
  2. Select Sales receipt.
  3. Select the customer from the Customer drop-down menu.
  4. Enter all the necessary information.
  5. Enter line items for the products and services you sold.
  6. Once done, click Save and close.

 

If you want to send it to them now, you can select Save and send. Just make sure to add their email address.

 

Here are some articles that will give you more information about handling sales transactions in QBO:

 

 

Please go back here if you need further assistance or have any other concerns related to QuickBooks. Take care and have a good one!